Campaign
Threadneedle Managed Funds
Our managed funds are fettered fund of fund, multi-asset portfolios that invest actively in a range of asset classes including equities, fixed income and cash. They seek to provide long-term capital growth and/or income while benefiting from a reduction in absolute volatility through diversification.
The funds allow investors access to relatively low cost, well-diversified portfolios, with the benefit of our highly skilled multi-asset team constantly monitoring market conditions and making tactical changes to the portfolios’ exposure to different assets through the economic cycle.
Overview
DIVERSIFIED
Global perspective advantage
Our investment philosophy and process are built upon the sharing and debating of ideas and collaboration across teams and sectors
Daily risk management
 Investing in our own funds allows complete look-through risk analysis on positions held within constituent funds and enables us to monitor risk on a daily basis
Long heritage in multi-asset
Multi-asset has been a key part of our business for over 25 years.
Spanning the risk/return spectrum
The funds in our managed fund range use suitable blends of asset classes to cater for different attitudes to risk. Investors can choose between a very cautious, risk averse fund to a much riskier fund with higher potential returns,or somewhere in the middle.
Investment process
We seek to exploit active return sources at both the asset allocation and stock/fund selection levels.
Our managed funds use a three-stage process outlined in the chart below:
Source: Columbia Threadneedle Investments. For illustrative purposes only.
